Lowe Brockenbrough & Co’s Vanguard Health Care ETF VHT Stock Holding History

Lowe Brockenbrough & Co’s Portfolio VHT Stock Details VHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.36M	Sell	4,979 -36	-0.7%	-$10.3K	0.07%	158
2025 Q4	$1.44M	Buy	5,015 +68	+1%	+$19K	0.07%	154
2025 Q3	$1.28M	Sell	4,947 -1,325	-21%	-$332K	0.07%	158
2025 Q2	$1.56M	Buy	6,272 +1,065	+20%	+$263K	0.09%	139
2025 Q1	$1.38M	Sell	5,207 -1,709	-25%	-$455K	0.09%	149
2024 Q4	$1.75M	Buy	6,916 +5,966	+628%	+$1.61M	0.11%	129
2024 Q3	$269K	Buy	+950	New	+$264K	0.02%	250

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lowe Brockenbrough & Co's VHT Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its Vanguard Health Care ETF (VHT) stake by 0.72% in Q1 2026, selling an estimated $10.3K and leaving 4,979 shares worth $1.36M. The position accounts for 0.07% of the portfolio, ranked #158.

Lowe Brockenbrough & Co first reported a position in VHT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.75M in Q4 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Lowe Brockenbrough & Co held 4,979 shares of Vanguard Health Care ETF worth $1.36M as of Q1 2026.
Lowe Brockenbrough & Co sold 36 Vanguard Health Care ETF shares in Q1 2026, an estimated $10.3K.
Vanguard Health Care ETF made up 0.07% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #158 holding.
Lowe Brockenbrough & Co first reported a position in Vanguard Health Care ETF in Q3 2024 and has held it in 7 quarters since.
Lowe Brockenbrough & Co's Vanguard Health Care ETF position peaked at $1.75M in Q4 2024.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.